A detailed history of Congress Asset Management CO transactions in Caterpillar Inc stock. As of the latest transaction made, Congress Asset Management CO holds 55,250 shares of CAT stock, worth $22.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
55,250
Previous 56,271 1.81%
Holding current value
$22.6 Million
Previous $18.7 Million 15.29%
% of portfolio
0.15%
Previous 0.14%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$316.8 - $391.12 $323,452 - $399,333
-1,021 Reduced 1.81%
55,250 $21.6 Million
Q2 2024

Aug 02, 2024

BUY
$321.47 - $379.3 $54,649 - $64,481
170 Added 0.3%
56,271 $18.7 Million
Q1 2024

Apr 11, 2024

SELL
$278.63 - $366.43 $444,136 - $584,089
-1,594 Reduced 2.76%
56,101 $20.6 Million
Q4 2023

Mar 04, 2024

SELL
$226.05 - $298.12 $153,714 - $202,721
-680 Reduced 1.16%
57,695 $17.1 Million
Q3 2023

Nov 01, 2023

SELL
$240.58 - $288.65 $158,542 - $190,220
-659 Reduced 1.12%
58,375 $15.9 Million
Q2 2023

Jul 27, 2023

SELL
$205.75 - $247.67 $3.13 Million - $3.77 Million
-15,236 Reduced 20.51%
59,034 $14.5 Million
Q1 2023

Apr 21, 2023

SELL
$215.01 - $264.54 $99 Million - $122 Million
-460,230 Reduced 86.1%
74,270 $17 Million
Q4 2022

Jan 18, 2023

SELL
$171.23 - $243.14 $508,039 - $721,396
-2,967 Reduced 0.55%
534,500 $0
Q3 2022

Nov 08, 2022

SELL
$162.44 - $198.25 $2.72 Million - $3.32 Million
-16,771 Reduced 3.03%
537,467 $88.2 Million
Q2 2022

Aug 02, 2022

BUY
$178.67 - $235.08 $2.14 Million - $2.81 Million
11,963 Added 2.21%
554,238 $99.1 Million
Q1 2022

Apr 20, 2022

BUY
$182.83 - $229.87 $2.64 Million - $3.32 Million
14,444 Added 2.74%
542,275 $121 Million
Q4 2021

Jan 28, 2022

SELL
$188.94 - $214.25 $12.9 Million - $14.7 Million
-68,497 Reduced 11.49%
527,831 $109 Million
Q3 2021

Nov 08, 2021

BUY
$189.84 - $221.66 $10.7 Million - $12.5 Million
56,297 Added 10.42%
596,328 $114 Million
Q2 2021

Aug 05, 2021

BUY
$208.86 - $244.79 $367,802 - $431,075
1,761 Added 0.33%
540,031 $118 Million
Q1 2021

May 05, 2021

BUY
$180.63 - $233.63 $4.58 Million - $5.92 Million
25,335 Added 4.94%
538,270 $125 Million
Q4 2020

Jan 26, 2021

BUY
$146.71 - $182.21 $1.46 Million - $1.81 Million
9,923 Added 1.97%
512,935 $93.4 Million
Q3 2020

Nov 03, 2020

BUY
$125.73 - $153.87 $62.9 Million - $77 Million
500,352 Added 18810.23%
503,012 $75 Million
Q2 2020

Jul 23, 2020

BUY
$104.48 - $137.72 $277,916 - $366,335
2,660 New
2,660 $336,000
Q1 2020

Apr 21, 2020

SELL
$91.85 - $150.53 $127,947 - $209,688
-1,393 Closed
0 $0
Q4 2019

Feb 10, 2020

BUY
$117.97 - $148.5 $164,332 - $206,860
1,393 New
1,393 $206,000
Q1 2019

May 08, 2019

SELL
$121.51 - $141.41 $195,631 - $227,670
-1,610 Closed
0 $0
Q4 2018

Jan 25, 2019

SELL
$112.34 - $158.22 $137,616 - $193,819
-1,225 Reduced 43.21%
1,610 $205,000
Q3 2018

Oct 26, 2018

SELL
$132.02 - $156.38 $28,912 - $34,247
-219 Reduced 7.17%
2,835 $432,000
Q2 2018

Jul 25, 2018

SELL
$134.61 - $158.92 $36,344 - $42,908
-270 Reduced 8.12%
3,054 $414,000
Q1 2018

May 11, 2018

BUY
$144.29 - $170.89 $34,918 - $41,355
242 Added 7.85%
3,324 $490,000
Q3 2017

Oct 17, 2017

BUY
$112.85 - $125.23 $347,803 - $385,958
3,082
3,082 $384,000

Others Institutions Holding CAT

About CATERPILLAR INC


  • Ticker CAT
  • Exchange NYSE
  • Sector Industrials
  • Industry Farm & Heavy Construction Machinery
  • Shares Outstandng 527,908,992
  • Market Cap $215B
  • Description
  • Caterpillar Inc. manufactures and sells construction and mining equipment, diesel and natural gas engines, and industrial gas turbines worldwide. Its Construction Industries segment offers asphalt pavers, backhoe loaders, compactors, cold planers, compact track and multi-terrain loaders, excavators, motorgraders, pipelayers, road reclaimers, sit...
More about CAT
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